OAK PARTNERS

Best Financial Advisor: Oak Partners

2014-05-29T15:58:00Z Best Financial Advisor: Oak Partners nwitimes.com
May 29, 2014 3:58 pm

55 W 94th Place

Crown Point, Ind.

800.804.0854

oakpartners.com

Founded in 1993, Oak Partners, Inc., is an investment firm providing clients with an advisory relationship based upon personal communication, ongoing financial education and retirement planning, says Crystal DeHaven, director of Client Experience for Oak Partners Inc.

“Our team approach and client experience is what sets us aside from all the rest,” she says.

Oak Partners is one of the largest independent investment management companies in Northwest Indiana and currently has offices in Crown Point and Valparaiso. 

“Oak Partners winning team is made up of a staff of 25 and manages over $500 million,” she says. 

Oak Partners is a proven innovator when it comes to understanding the financial issues of greatest importance to their clients and believes in strong client relationships and individually-tailored investment strategies, she says.

Securities and advisory services offered through SII Investments, Inc. Member FINRA, SIPC. Oak Partners, Inc., and SII are separate and unrelated companies.

SECOND PLACE:

Centier

Centier.com

THIRD PLACE:

Wells Fargo Financial

wellsfargo.com

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